General
What is the Invoices screen on the Round dashboard?
Invoices is the home of Round's accounts payable (AP) solution, allowing you to make and schedule invoice payments in multiple currencies seamlessly.
What currencies are supported?
The Invoices screen shows upcoming invoice totals broken down by currency (e.g. GBP, EUR, USD), and payments can be made in multiple currencies.
Getting Invoices into Round
How do I get invoices into Round?
You can forward invoices and receipts to your unique Round mailbox (shown at the top of the Invoices screen) or via WhatsApp to your dedicated Round number. You can also click Upload invoices to add them directly.
Where do newly ingested invoices appear?
In the Unpaid tab on the Invoices screen.
Reviewing & Paying Invoices
What do the different statuses mean on the Unpaid tab?
Needs Review — the invoice has been ingested but hasn't been checked yet
X issue(s) found — Round has flagged something that needs fixing before payment (click Fix to resolve)
Ready to pay — invoices with no outstanding issues show a Pay action
How do I review an invoice before paying it?
Click Review (or the invoice itself) to open its details. From here you can check the amount, contact, due date, invoice number, and reference, and add, edit, or delete line items before clicking Finish.
What happens when I click Finish?
You'll be asked to choose the source of funds and a payment date, then choose to pay, schedule, or send the invoice for approval.
Can I pay multiple invoices at once?
Yes — bulk payments are available to streamline pay runs. Select multiple invoices using the checkboxes to create a batch and process them together.
Can I schedule a payment for a future date?
Yes — you can choose a future payment date when confirming payment.
Can I send an invoice for approval instead of paying immediately?
Yes — invoices (or batches) can be routed through your Approvals workflow instead of being paid straight away.
Managing Invoices
Where do paid invoices appear?
In the Paid tab, along with the date paid and last action taken.
Can I mark an invoice as paid manually?
Yes — use the three-dot menu next to the invoice and select Mark as Paid.
Can I edit or delete an invoice?
Yes — use the three-dot menu to Edit or Delete an invoice while it's in the Unpaid tab.